Organized, categorized data that makes tax filing faster and more accurate.
AlphaTax doesn't file your taxes—but it makes filing easy. Generate professional PDF reports with all your income, expenses, deductions, and supporting documentation organized exactly how CPAs need it. Save hours of back-and-forth, reduce errors, and potentially lower your CPA bill by providing clean, organized data.
Log income, expenses, and deductions as they happen using AlphaTax tools.
Create comprehensive reports organized by category with supporting details.
Download PDF or share directly. CPA gets clean, organized data.
CPA can prepare your return quickly with reliable data, reducing errors and fees.
Organized data means less time your CPA spends sorting through records.
Categorized, reconciled data reduces mistakes in tax preparation.
Reports formatted for professional use with clear categories and totals.
Supporting documentation organized and accessible if questions arise.
See how different users benefit from this feature.
“Annual tax preparation meeting”
Hands CPA a single PDF with all Schedule C data organized—meeting takes 30 minutes instead of 2 hours.
“Filing with TurboTax Live CPA”
Exports AlphaTax data, uploads to TurboTax, CPA review goes smoothly with complete info.
“Bookkeeper needs quarterly reports”
Generates quarterly P&L and expense reports for bookkeeper reconciliation.
| Alternative | Limitation | AlphaTax Advantage |
|---|---|---|
| Shoebox of Receipts | CPA charges hourly to sort through mess | Pre-organized data saves hours of CPA time |
| Spreadsheets | May be formatted wrong or missing categories CPA needs | Reports structured for tax preparation with IRS categories |
| Screenshots and PDFs | Scattered, unorganized, requires CPA interpretation | Single comprehensive report with everything in one place |
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